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Case Studies 7 min read

AI Automation for Home Services: Scripts and Workflows

Field and home service operators can automate bookings, dispatch, and follow-ups—here are scripts and workflows that work.

David Wong
David Wong
May 14, 2025

Home and field services thrive on speed. These WhatsApp/email scripts and workflows cut response times and boost bookings.

Scripts that convert

  • Quote starter: name, address, service type, urgency, photos.
  • Coverage check: postal code + service; if outside zone, offer referral.
  • Dispatch confirmation: tech name, ETA, vehicle plate, helpline.
  • After-service follow-up: rating, photos, upsell to maintenance plan.

Workflows to automate

  1. Intake → qualify → slot options → confirm.
  2. Assign tech → send ETA → update if delayed.
  3. Close job → collect payment link → request review.

Metrics to watch

  • First response time
  • Booking conversion by channel
  • Repeat/maintenance plan uptake
  • No-show or cancellation rate

Want these workflows live?

We set up intake scripts, automations, and dispatch alerts so your team focuses on jobs, not admin.

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